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SUSL icon

Larson Financial Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Larson Financial Group’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.5K Sell
823
-381
-32% -$45.8K ﹤0.01% 1023
2025
Q4 		$146K Buy
1,204
+831
+223% +$99.3K ﹤0.01% 795
2025
Q3 		$43.6K Sell
373
-101
-21% -$11.3K ﹤0.01% 1219
2025
Q2 		$51.3K Buy
474
+208
+78% +$20.7K ﹤0.01% 1062
2025
Q1 		$25.5K Hold
266
– – ﹤0.01% 1275
2024
Q4 		$27.4K Hold
266
– – ﹤0.01% 1098
2024
Q3 		$27K Sell
266
-9
-3% -$883 ﹤0.01% 1101
2024
Q2 		$26.8K Hold
275
– – ﹤0.01% 976
2024
Q1 		$25.8K Hold
275
– – ﹤0.01% 834
2023
Q4 		$23.2K Hold
275
– – ﹤0.01% 818
2023
Q3 		$20.8K Hold
275
– – ﹤0.01% 803
2023
Q2 		$21.3K Buy
275
+107
+64% +$7.81K ﹤0.01% 724
2023
Q1 		$12K Buy
168
+88
+110% +$6.09K ﹤0.01% 870
2022
Q4 		$5.3K Buy
+80
New +$5.3K ﹤0.01% 1012

Other funds holding SUSL

BOI
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return